ERP Add-in for SAP Business One

Owned by Morten Lindequist Køhler
Feb 14, 2024
2 min read

The Perfion ERP Add-in for SAP Business One is a standard integration between Perfion and SAP Business One, which displays Perfion product details in SAP Business One for the product you are editing. The integration also allows you to open the Perfion item card for the same product and update Perfion product data.

 

 

Prerequisites

Perfion:

The following requirements must be met:

  • Perfion Database: Version 5.2 or above

  • Perfion API: Version 5.2 or above

  • Perfion Web Client: Version 2023-R1 or above

The Perfion Web Client must be installed, so that it is accessible from the SAP Business One server.

For instructions on how to install and configure Perfion and the Web Client, please refer to support Web Client - Installation Guide for documentation.

SAP Business One:

The following requirements must be met:

Boyum IT Solutions SAP B1 Usability Package must be installed.

Perfion Extension is added in B1UP version 2023.09.00.

Configuration

The Perfion Extension configuration can be found on the following path: Administration > Add-Ons > B1 Usability Package > Module configuration > Perfion Extension

 

The configuration has the following fields which needs to be filled:

Field

Value

Url

The main url for the Perfion FactBox site up to, but not including, the hashtag.

Main Feature

The name or number id of the Perfion feature for the products.

Lookup Feature

The name or number id of the feature in Perfion that is equivalent to SAP B1's Item No. on Item Master Data.

 

For example:

The above screenshot would be equivalent to using the Perfion FactBox url https://localhost/#/factbox/Product/String/

 

Usage

When the FactBox configuration has been filled out, you can open Item Master Data where you will have a new tab on the Item Master Data form.

 

 

 

The item shown in the Perfion tab will change to the item you are viewing on the Item Master Data form and refreshing the record will also refresh the information shown in the Perfion tab. If you make a change on the item in Perfion while you have item master data open for that item, then refreshing the record will show the updated data from Perfion.

 

Clicking the “Open” button will open the Perfion editor for the item in your default browser.

Clicking the “Reports” button will open the report creation wizard and when you click “Generate” in the wizard the resulting report will be downloaded using your default browser.